CFO-Level Financial Insight for Physician-Owned Clinics
I'm usually more of a documentary person than TV drama, but I do love good medical dramas. One line from the 2018 NBC drama New Amsterdam has always stuck with me.
"How can I help?"
It's a simple question, but it is a powerful start to a partnership.
I have a tremendous amount of respect for physicians—especially those who have built and run their own practices. You built your practice to care for patients. My job is to help you build a stronger business around that mission.
For more than fourteen years, I’ve led finance and accounting work inside physician practices, MSOs, and larger healthcare organizations. That experience helps me understand how the numbers connect to billing, staffing, provider performance, and the day-to-day operation of a clinic.
Before we talk about budgets, KPIs, or cash flow, I want to understand your practice.
What's going well? What's frustrating you? Where do you want your practice to be three years from now?
I believe the best financial partners do more than hand you reports. They help you understand what the numbers mean and make better decisions about what comes next.
My goal is simple: to help physician-owned clinics become stronger, more profitable, and better prepared for whatever comes next—while remaining independent.
Every practice is different. There isn't a one-size-fits-all solution.
That's why every partnership starts with the same question:
How can I help?
Built for the Clinic That's Outgrown Basic Accounting
Your practice may be ready for CFO-level support when: ➤ Revenue is growing, but cash still feels tight. ➤ You receive financial reports, but they do not help you make decisions. ➤ You are unsure which providers, locations, or services are most profitable. ➤ Your billing company reports activity, but no one connects it to your financial results. ➤ You are considering another provider, location, or service line without a reliable financial forecast.
ClinicAxis CFO connects the numbers across accounting, billing, and clinic operations so you can see what is happening, understand why, and decide what to do next.
A clearer view of where revenue is earned, where it is lost, and what to do next.
Financial Visibility
KPI dashboards that connect clinical performance to financial outcomes — updated from your source systems.
Cash Flow Clarity
13-week rolling cash models that eliminate guesswork around payroll, vendor payments, and capital decisions.
From First Conversation to Financial Clarity — Here's How It Works
1. We talk about your practice
We start with a 30-minute conversation about what is working, what is not, and what decisions are ahead.
2. How can I help?
I'll put together some initial thoughts on how I can help and, how we can work together to improve your business.
3. Call to present solutions
I present a practical plan to support you to have direct CFO guidance that support better decisions as your practice grows.
4. Onboarding
Orientation to set expectations, get connected to critical business data and define the roadmap with a 30/60/90-day plan and a 12-month roadmap.
Healthcare Finance Experience You Can't Get From a General Firm
There is no shortage of financial consultants willing to work with medical practices. What is rare is a fractional CFO with direct, hands-on experience inside the healthcare operating environment.
Healthcare Operating Fluency
We understand how payer mix shifts affect cash flow, how billing vendor performance drives days in accounts receivable, and how provider productivity variance shows up on the bottom line.
Actionable Intelligence — Not Reports
Each engagement is structured around timely insights that provide leadership to make informed decisions. Information is actionable and relevant to the operation.
Financial Partner
ClinicAxis CFO functions as a financial partner for clinic leadership.
Integrated Financial Picture
We connect revenue cycle performance, cash flow visibility, provider compensation, and strategic planning into one coherent framework.
Financial Strategy for the Full Clinic Lifecycle
Every service is built around the financial realities of physician-led practices — not adapted from generic consulting frameworks or one-size-fits-all business models.
KPI & Performance Dashboards
5–7 leading indicators updated from source systems, designed for review and real-time action.
Revenue Cycle Alignment
KPI development, vendor oversight, and billing performance integrated into financial reporting.
Operational Infrastructure
Scalable reporting, process design, and system integration for growing multi-site practices and MSOs.
Physician Compensation Modeling
Incentive alignment and transparency in compensation structures that motivate and retain providers.
Financial Leadership & Strategy
Budgeting, forecasting, and long-range planning aligned to your clinic's growth trajectory.
Cash Flow Management
Short- and mid-term forecasting, liquidity planning, and collections visibility built around your practice.
What Improves When Your Finances Work Together
Revenue Capture Rate
Days in Accounts Receivable
Cash Flow Predictability
Avoidable Revenue Leakage
Why Physician Owners can Trust ClinicAxis CFO
14+ Years
Leading finance inside physician practices and MSOs.
Former CFO & VP of Finance
Responsible for financial leadership, revenue cycle oversight, provider compensation, and growth planning.
$1 Million+ Revenue Identified
Through stronger revenue reconciliation and financial reporting.
100%+ EBITDA Improvement
Supported by better reporting, operational insight, and financial discipline.
One Goal
Help physician owners build stronger businesses without giving up independence.
Services
Schedule a Discovery Call
Schedule a Discovery Call
Let’s Talk About Your Clinic’s Financial Future
It’s a simple question, but it’s the foundation of every real partnership. That’s how every relationship at ClinicAxis CFO begins—not with spreadsheets or financial statements, but with a conversation about you and your practice.
You didn’t become a physician to spend your evenings worrying about cash flow, staffing, billing, or financial reports. You built your practice to care for patients. My job is to help you build a stronger business around that mission.